See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,626 | $68,346+6.3% | $94,646-23.3% | $75,163-3.4% |
| Participation rate | 70.7% | 76.1%-5.4pp | 80.8%-10.1pp | 67.2%+3.5pp |
| Annual return | 21.76% | 616.93%-595.2pp | 156.71%-135.0pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,877 | $2,701-30.5% | $3,672-48.9% | $2,670-29.7% |
| Participant deferral / active EE | $6,095 | $6,537-6.8% | $7,418-17.8% | $4,125+47.8% |
| Admin fee / account holder | $4,072 | $5,326-23.5% | $7,231-43.7% | $5,651-27.9% |